Geller Advisors’s Duke Energy DUK Stock Holding History

Geller Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$246K	Hold
2024 Q3	$263K	Buy
2024 Q2	$220K	Hold
2024 Q1	$212K	Buy
2023 Q4	$210K	Buy